Meet TD Wealth's leadership team at our in-person Career Event in Vancouver on October 20th, 2026. Explore opportunities in financial planning and take your career to the next level.
This exclusive event is ideal for experienced professionals in financial services. TD Wealth is looking for individuals skilled in comprehensive financial planning to assist mass affluent investing clients. Build lasting client relationships by providing tailored investment solutions to help achieve their financial goals.
Key Responsibilities:
• Identify clients’ life and financial goals
• Conduct comprehensive financial reviews and analyses
• Build long-term client relationships through ongoing support
• Implement best practices and monitor service effectiveness
• Contribute to team goals while enhancing customer service
Requirements:
• University degree preferred
• 3-5 years in financial services or similar field
• CIRO Registered Representative license within 120 days
• Achieve Certified Financial Planner designation in three years
• Robust communication and relationship-building skills
Connect with us on October 20th to discuss financial planning and career development opportunities.
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